>

Please feel free to get in touch

Careers

Legacy Review Administrator

Salary c.£18K-£22K

Based in Bristol
12 month FTC
Ref: SAN236

Background
 
Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.
 
We are part of Sanlam, the global AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.           
 
Based in our offices in Bristol; we are currently looking for a Legacy Review Administrator to work on a 12m FTC project in our Client Operations team.
 
The role
 
At Sanlam; we want to be seen as the very best in the market; not through our eyes, but through the eyes of customers, our colleagues and the wider community. This approach isn’t just for our new customers! We want to ensure that our legacy customers are also treated to the same high standards.
 
To that accord, your role will be to play a pivotal role within a Legacy Project to ensure the fair treatment of our legacy clients. Analysing our existing back book, capturing client information by pro-actively communicating by phone, email or letter with these customers. As well as, review and document best practice whilst having awareness of the regulatory requirements.
 
To get the required insight and information you need for this project you’ll need to be a tenacious self-starter who can quickly and confidently build relationships with a wide range of internal stakeholders.
 
The role is likely to suit candidates with backgrounds in Process Improvement / Compliance / Projects / Risk and have a background within Financial Services.
 
Skills and experience
 
Successful candidates are likely to demonstrate the following:

  • Financial Services industry experience
  • Tenacious, self-starter
  • Stakeholder management skills
  • Experience of working on process mapping and process improvement projects
  • Excellent communication and presentation skills.

If you think you're our sort of person, please email resourcing@sanlam.co.uk with your details

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.